Clarity Wealth Advisors

Clarity Wealth Advisors (CRD# 157913) is a financial advisory firm headquartered in San Jose, CA. They manage $478,899,915 in 1,192 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2160 The Alameda, Suite A, San Jose, CA 95126
https://www.claritywealthadvisors.com
By the Numbers
  • Total Assets Under Management
    479
    MILLION
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $401,762
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, OR, TX

Financial Advisors at Clarity Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Milind Dalal, financial advisor San Jose CA
Milind P. Dalal
CRD#: 2368965
2160 The Alameda, Suite A, San Jose, CA 95126

Milind Dalal (CRD# 2368965) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 30 years of experience in the finance industry.

2
Parvin Manuchehri, financial advisor San Jose CA
Parvin N. Manuchehri
CRD#: 2896681
2160 The Alameda, Suite A, San Jose, CA 95126

Parvin Manuchehri (CRD# 2896681) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals